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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,615 | $142,354-48.3% | $125,529-41.4% | $155,188-52.6% |
| Participation rate | 31.3% | 78.1%-46.8pp | 74.7%-43.5pp | 80.8%-49.6pp |
| Annual return | 18.62% | 306.06%-287.4pp | 202.56%-183.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $698 | $3,501-80.1% | $3,058-77.2% | $4,248-83.6% |
| Participant deferral / active EE | $1,392 | $5,491-74.7% | $4,813-71.1% | $6,531-78.7% |
| Admin fee / account holder | $585 | $19,392-97.0% | $16,298-96.4% | $14,480-96.0% |